SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 855 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2019. The put-call ratio across all filers is 0.53 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $629,254 | -48.5% | 1,176 | -46.4% | 0.19% | -48.1% |
| Q1 2024 | $1,221,298 | +98.8% | 2,195 | +81.3% | 0.37% | +91.6% |
| Q4 2023 | $614,437 | +11.1% | 1,211 | 0.0% | 0.19% | +4.4% |
| Q3 2023 | $552,991 | -4.7% | 1,211 | 0.0% | 0.18% | -1.6% |
| Q2 2023 | $579,960 | +3.2% | 1,211 | -1.2% | 0.19% | -1.1% |
| Q1 2023 | $562,011 | +0.7% | 1,226 | -2.8% | 0.19% | -3.1% |
| Q4 2022 | $558,358 | +10.3% | 1,261 | 0.0% | 0.19% | +7.2% |
| Q3 2022 | $506,000 | -2.9% | 1,261 | 0.0% | 0.18% | +4.6% |
| Q2 2022 | $521,000 | -16.1% | 1,261 | -0.4% | 0.17% | -3.4% |
| Q1 2022 | $621,000 | -6.8% | 1,266 | -1.6% | 0.18% | +2.3% |
| Q4 2021 | $666,000 | -44.7% | 1,286 | -48.6% | 0.18% | -52.2% |
| Q3 2021 | $1,204,000 | +101.7% | 2,504 | +105.9% | 0.37% | +104.5% |
| Q2 2021 | $597,000 | +3.1% | 1,216 | 0.0% | 0.18% | -1.1% |
| Q1 2021 | $579,000 | -45.5% | 1,216 | -52.0% | 0.18% | -47.8% |
| Q4 2020 | $1,063,000 | +157.4% | 2,533 | +107.5% | 0.35% | +136.1% |
| Q3 2020 | $413,000 | +4.3% | 1,221 | 0.0% | 0.15% | -5.2% |
| Q2 2020 | $396,000 | +23.8% | 1,221 | 0.0% | 0.16% | +13.1% |
| Q1 2020 | $320,000 | -30.1% | 1,221 | 0.0% | 0.14% | -21.7% |
| Q4 2019 | $458,000 | -2.3% | 1,221 | -10.2% | 0.18% | -40.5% |
| Q1 2019 | $469,000 | -2.5% | 1,359 | +0.2% | 0.29% | 0.0% |
| Q2 2018 | $481,000 | +0.8% | 1,356 | -2.9% | 0.29% | -0.3% |
| Q1 2018 | $477,000 | +25.5% | 1,397 | +11.0% | 0.30% | +11.3% |
| Q4 2016 | $380,000 | -6.4% | 1,258 | -14.1% | 0.26% | -5.4% |
| Q1 2015 | $406,000 | +4.1% | 1,465 | -0.7% | 0.28% | +7.7% |
| Q4 2014 | $390,000 | – | 1,476 | – | 0.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |